Latest Telco Insight – Page 9
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M&ATelefónica’s Hispam sell-off: next offload expected in weeks
Based on comments by buyer Millicom, Telefónica can expect to complete sales of Hispanoamérica operating businesses in Uruguay this quarter, Ecuador next quarter, and Colombia in first quarter of 2026, as speculation rises for potential deals in Chile and Mexico.
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Partnerships & AlliancesVodacom, Airtel sign Africa’s latest network sharing deal
Operator duo sign network infra sharing agreement for DRC, Mozambique, and Tanzania as continent’s telcos join hands to expand reach, lower costs…
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Analyst BriefingsTelefónicawatch Analyst Briefing: industrial evolution
The latest developments from Telefónica as execs trailer strategy refresh in Q2 results presentation, partnerships are firmed up with Daisy (UK) and Cellnex (Spain), and two Spanish businesswomen join the Board. Read more…
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B2BTelefónica|Vivo advances B2B goal with landmark €600m São Paulo IoT contract
Brazilian OB is deepening its enterprise footprint with a major municipal smart metering project. The deal exemplifies strategic focus on B2B as a high-growth differentiator, supported by realigned Telefónica Tech joint ventures.
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PeopleBT Peoplewatch: CTIO, regionals confirmed for International
20+ senior and strategic changes across BT as the group settles in with its new overseas B2B division, including: new CTIO imported from Accenture and regional leads for BT International; MBNL boardroom swapsie after BT Treasury departure; and Openreach alumnus adding Gigaclear board seat…
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Network & InfraVodafone’s Nadia Benabdallah: ‘the real leap lies in autonomous networks’
Having seen the Group’s networks evolve from 3G to 5G SA over a 30-year career, Milan-based network strategy chief says the real benefits will come with deployment of autonomous networking…
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Financial & PerformanceTelefónica Q2 spend: copper maintenance drops off the bill
Telefónica’s home market OB gains the spotlight for cost efficiency efforts linked to completion of copper shutdown during Q2…
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Financial & PerformanceGuidance: Telefónica enjoys FY25 free hit
Telefónica confirms it is on course to meet FY25 guidance, although current goals offer limited visibility into Group’s financial or strategic outlook, amid ongoing wait for completion of strategic review…
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Financial & PerformanceTelefónica Q2 in-depth: more ‘core one’ than ‘core four’
Spain and Brazil continue to form a strong base for Telefónica during second quarter, but currency weakness and competitive challenges dent takings elsewhere, and back up new leadership’s desire to ring in major changes…
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Financial & PerformanceTelefónica remains in wait for Murtra Grand Plan
Q2 FY25: Telefónica’s latest quarterly numbers underpin the change agenda of the operator’s new leadership team. The Group continues to perform well in Spain and Brazil, but weaker figures elsewhere back up execs’ plans for a portfolio restructure, with Hispam downturn continuing and UK and Germany stuck in turnaround mode. A shift to ‘industrial’ decision-making also looks set to see a change in course around infra ownership.
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Financial & PerformanceBT vs. Vodafone: UK has a new largest telco for the first time this century
BT Group’s resurgence under Allison Kirkby has pushed its market cap beyond that of Vodafone for the first time in 25 years, but there are plenty of caveats to both operators’ performance, and the real winner could be Sunil Bharti Mittal…
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PeopleTelefónica’s ex-digital chief Alonso joins cybersecurity player Cloudflare
Telco’s former Chief Digital Officer takes up a new remit to drive international expansion at cloud and cybersecurity solutions provider.
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Strategy & ChangeLiberty CEO: Vodafone stake sell-off is not a judgement on telco’s strategy
Mike Fries says decision to sell a 5% Vodafone Group stake should not be seen as a reflection of the UK operator’s strategy, but purely a rotation of Liberty capital…
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Partnerships & AlliancesOrange expands OpenAI tie-up to add weight to Africa focused models
Orange claims to be the only telco to be given early access to OpenAI’s latest open‑weight reasoning models.
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Analyst BriefingsBTwatch Analyst Briefing: tracking BT’s rise
Q1 FY25–26 special: BT’s star continues to rise, with valuation now 50% higher than when CEO Allison Kirkby took over, despite a shaky start to the FY. Consumer and Business fall further back, but ol’ reliable Openreach and its trusty fibre machine is driving the Group forward…
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M&ALiberty Blume ignites M&A growth plan with insurance buy
Following an agreement to acquire PHL Insurance Brokers, Liberty Global’s business services spin-up is on the lookout for further strategic M&A or partnerships to grow into a $1bn business.
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Financial & PerformanceQ1: BT backers rewarded as confidence remains high
Q1 FY25–26: Group share price ticks up 50% in a year, boosted by Q1 earnings, suggesting Allison Kirkby’s new manager bounce has been sustained. Whether this will continue may well depend on BT’s ability to reverse current trends, as downtrodden business and consumer units continue to fall, despite Openreach best efforts…
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Financial & PerformanceQ1 In depth: BT boss claims ‘solid start’ despite shaky numbers
Q1 FY25–26: CEO Allison Kirkby persistent in long term strategy, but first quarter results put things in perspective. BT Business the usual headache; BT Consumer finds positives despite the headlines; and Openreach cements its reputation as a resilient source of resilient good news…
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Financial & PerformanceQ1 Guidance: BT unmoved by early trouble
Q1 FY25–26: Management reconfirms full-year guidance, with defiance made easier thanks to pessimistic outlook as laid out three months prior. Vague notions of ‘growth’ remain the target by the end of the decade…
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Financial & PerformanceRefresh pays off at Prosegur-Telefónica home security JV
Spanish operator’s home security partner talks up value of joint venture, and wider connected-alarms business, as user base passes one million…